Data Center debt getting smoked today. Coreweave unsecureds tag 1000 g-sprd bps for the first time ever. Oracle unsecureds trading like deep junk. Even Meta's Project Beignet about to hit record wide
Image from zerohedge (@zerohedge)
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeOct 5
When Does The Credit Party End? Goldman, Morgan Stanley Map The AI Debt Binge As The Edges Start To Crack zerohedge.com/markets/when-d…
When Does The Credit Party End? Goldman, Morgan Stanley Map The AI Debt Binge As The Edges Start To...

When Does The Credit Party End? Goldman, Morgan Stanley Map The AI Debt Binge As The Edges Start To...

Rates and spreads are now selling off together: the one configuration in which yield buyers stop cushioning anything... just as $420 billion in hyperscaler bonds heads their way.

zerohedge.com
99
345
61
2,228
475,085
It’s not that supercomputer data centers are not in high demand, as they definitely are. However, getting money to build complex hardware systems with massive power, cooling & networking is not the same as doing it. SpaceX has a super cracked team that is outperforming the rest of the world by an order of magnitude in mass to orbit and even we find it very difficult!

Oct 13, 2026 · 9:35 PM UTC

397
784
90
11,693
1,404,640
RelevantRecentLikes
@elonmusk @zerohedge
Image from Evan Kirstel #B2B #TechFluencer (@EvanKirstel)
3
5
1
102
26,089
Yes your team is the best on the planet because you are a great leader and the best engineer ever
1
1
45
10,685
Everything is not “that” hard for spacex
1
19
8,060
Building something in the world of atoms is extremely difficult because of so many constraints. SpaceX is truly ahead of everyone else in this respect. It will be the limiting factor going forward.
1
16
5,581
This part of the capital crunch that Peter Zeihan spoke about years ago would come this decade once Boomers moved into mass retirement and started cashing their retirements.
1
7
4,379
But you can do it ‼️‼️‼️
1
7
3,376
Glad to know that, my 2 new Grok Bots need that super cracked team to outperform 😂
1
2
6,279
swordcat is using a lot of data Sorry
2
5
1
57
20,406
I still think @boringcompany using the machines to hide in the mountains (natural heat sink) Benefits: Protection/reduced cooling/no land waste/less public outrage/zero visibility
4
1
19
9,385
@elonmusk @zerohedge
Image from Daniel Feuling (@dfeuling_)
23
7,164
When will you put military defenses on data centers to protect them ? Seems obvious at this point
18
5,624
Team work makes the dream work 🚀
Image from Carla Digrugilliers (@CarlaDigru38122)
1
17
4,242
This is not a rocket, it’s YilongMa
Image from Ardullo (@RafelineK)
18
4,760
Money buys the order, physics sets the date.
2
5
1,885
It's like ordering food at a restaurant. You can make the order, pay the money, but if no one is in the back cooking it's pretty much a useless endeavor. Let the man cook.
9
254
Give your team more sushi and more coffee!
8
6,412
Takes me at my university about 3-6 months from initializing PO to getting all the paperwork done, millions of compliance and safety forms. For 1 rack server with 6 GPUs...
5
3,063
I think it’s repeatable enough that’s is not as hard anymore. 20yrs it was much harder. It’s driving efficiencies at scale and lack of available materials creating a crunch. Also back then it was so much less regulated. Building a datacenter with some CRAC units and raised flooring along with standard cages and Ethernet or later fiber wasn’t too complicated. Cisco networking was a standard for core, mdf, idf, etc. It was just new. The standards weren’t there. It was pieced together like stitching. Also a lot were in house so a basic framework with add on over the years.
2
3,004
They want the money but not ready for the workload. Ha ha, sounds like me.
2
1,011
Execution is once again the constrained supply item
1
6
4,372
Most definitely.💯. You have the best team and I hope it stays that way for you 🫶🏻
2
3
2,379
Won’t this mean that other companies will just give up and pay you for compute power?
3
6
2,537
👽 you are Domain, you will succeed. Many of the 3,000 are working for you and more will come. You own the moon and Mars. Go fast 🚀. Dominate.
7
2,923
Hey @grok is Elon right about this?
1
1
2,180
Sheesh. I actually understood that one. – at Watson, LA
1
904
How soon we achieve GSI? @elonmusk
🤖 Made with AI
3
1,812
cracked or cracked-out? Either is a good I guess
3
2,346
The Chinese will find a way to outperform the west. Our political system is the root cause of our failure.......
3
61
Grok: tell me more
🤖 Made with AI
Image from PathoGrokraphy (@PathoGrokraphy)
2
1,544
Can’t energy problem be fixed by offering free electricity and paying property taxes for towns these centers are located in? I think the problem is messaging. Could spin up massive solar farms or even retro fit residential roofing with solar tiles and feed back into data center. Seems like investing billions into communities would wipe this doomerism from the face of the earth
2
2
2,019
I have some money to lend. Unfortunately it seems only the ultra rich elites are allowed to invest. Maybe if we break up the monopolies of investment backing and have competition again maybe you could access thousands of people like me instead of always they same elite pedos
1
92
Based on First Principle leading = Success guaranteed along with excitement!
1
61
Super cracked
1
1
962
of course they are the only team in mass to orbit 🤣🤣🤣🤣🤣
673
@SpaceX outperforming the competition, nothing new here...
2
1,095
If @elonmusk wasn’t running SpaceX, would anybody else be anywhere close to pulling off what they’re doing?
1
2
1,372
Load more replies